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  2. THE DALTON SCHOOLS INC.
Sponsor portfolio

THE DALTON SCHOOLS INC.

EIN 13-2751872-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$260.5M assets
Welfare
1
$7.1M premiums
Participants
1,415
108 EAST 89TH STREET - NEW YORK, NY 10128212-423-5200LinkedIn501-1000 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$260.5M - 1,075 part#501Mixed-$7.1M - 834 lives

Benefits portfolio analytics

1 plan / $7.1M premiums / 834 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.6M
  • Vision$6.6M
  • Dental$321K
  • Other$210K
  • Life$168K
  • Long-term disability$168K
Total $7.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • DELTA DENTAL OF CALIFORNIA5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
  • AFLAC1%
Total $7.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • CORPORATE SYNERGIES GROUP LLC97%
  • MJ INSURANCE1%
  • JACQUES P DAVID CORPORATION1%
  • DAVID SOLOMONS0%
  • ALLIANT INSURANCE SERVICES, INC.0%
  • +3 more
Total $182K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE DALTON SCHOOLS, INC. RETIREMENT AND SAVINGS PLAN

403b

Assets$260.5M
Participants1,075
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DALTON SCHOOLS INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$7.1M
Covered lives834
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE DALTON SCHOOLS, INC. RETIREMENT AND SAVINGS PLAN403b$260.5M1,0752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DALTON SCHOOLS INC. EMPLOYEE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$7.1M8342025
Retirement plans
Welfare plans
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